Wealth Advisor (San Francisco Bay Area)

Mercer Advisors•San Francisco, CA

1d•Hybrid

About The Position

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always. Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here . The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They’re supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.

Requirements

Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus
7-10 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)
Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).
Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)
Advanced knowledge of the industry, financial products, and financial planning concepts
Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients
Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
Experience utilizing financial planning software
Expert at collaboration and willing to help others
An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment
Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews
Comprehensive understanding of compliance requirements

Nice To Haves

Sales aptitude and experience is preferred

Responsibilities

Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.
Ensures client retention by building meaningful and and long-lasting relationships, alongside the development and implementation of appropriate financial solutions.
Leverages Mercer’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients
Ensures adherence to compliance and regulatory policies as well as company standards of client care
Acts as a fiduciary, placing client interests and outcomes first

Benefits

Medical, dental, and vision coverage
Life insurance
401(k) contributions
Health Savings Account (HSA)
Short- and long-term disability
Company Paid Basic Life & AD&D Insurance
Company Paid Short-Term and Long-Term Disability Insurance
Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Kaiser Medical plans available in California
Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
Two comprehensive Dental Plans
Vision Insurance Plan
Dependent Care Savings Account for child and dependent care.
14 Company Paid Holidays including a full week off at Thanksgiving.
Generous paid time off program for vacation and sick days
Employee Assistance Plan
Family Medical Leave
Paid Parental Leave (8 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
Adoption Assistance Reimbursement Program
Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
Pet Insurance
Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing